Adviser Matrix is the industry standard software solution for the financial advisory firms designed by Verve Technology. Adviser Matrix enables you to leverage on:

Industry-leading CRM

Active portfolio management

Straight-through portfolio rebalancing

Automated reports

Life and general insurance management

Electronic transactions with iFAST platform

Real-time consolidated iFAST holdings valuation and fund price feeds

Data importing

Financial needs analysis

Internal Rate Of Return (XIRR)

Historical Fund and Portfolio Performance Analytics

Information is utilized across different business functions, from CRM to straight-through transactions and financial needs analysis, hence minimizing data entry and errors. As a result, you can devote more time and resources to grow your financial advisory business efficiently and manage client relationships better- and less time managing technology, data and IT staff.